401(k) Knowledge Center

401(k) Retirement Planning – 4 Steps to Retire Faster Want to Retire Early? Three 401(k) Features That Can Help Roth vs. Pre-Tax 401(k) Deferrals – How to Choose

401(k) Fiduciary Responsibilities The Fiduciary Hierarchy Applicable to All 401(k) Plans Best Practices for Avoiding 401(k) Fiduciary Liability

401(k) Fee Study - 75% of Small Business Plans Pay Hidden Fees 401(k) Fees - What You Need to Know About The 3 Major Categories 'Hidden' 401(k) Fees – What Business Owners Need to Know

401(k) Investment Basics for Employers Options for Picking a 401(k) Investment Menu 401(k) Investment Advice - Pros and Cons of  the 3 Major Forms

401(k) Plan Design – An Overview Small Business 401(k) Plan Design Study - What 3,975 401(k) Plans Are Doing Safe Harbor 401(k) Plans - Frequently Asked Questions

401(k) Annual Administration - A Checklist for Business Owners (2022) Is Your Company Part of a Controlled Group?  You Need to Know or Risk 401(k) Plan Disqualification How Much Time Does Annual 401(k) Administration Take?

Plan Compensation - The Basis For All 401(k) Contributions 401(k) Contribution Deadlines – You Don’t Want to Miss Them! Roth 401(k) Deferrals — Answers to Common Questions

401(k) Withdrawal Rules – Frequently Asked Questions 401(k) Loan Rules – What Plan Participants Need to Know Hardship Distributions – Frequently Asked Questions

The Basics of 401(k) Nondiscrimination Testing Deadlines for 401(k) Nondiscrimination Testing The Coverage Test - What You Need to Know

The Benefits of a 401(k) Plan for Employers and Employees Small Business 401(k) Tax Credits – Including SECURE Act Enhancements Deadlines for 401(k) Adoption – Including SECURE Act Changes